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Best financial advisors in Bozrah, CT

Registered advisers within 25 miles of Bozrah, CT.

Offices
211
Firms
92
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,615,358 clients when Item 5C has a number
Avg / client
$3.84M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ROSE CITY CAPITAL MANAGEMENT, LLC
THAMES FINANCIAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JABEZ FINANCIAL, LLC
JGS WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PHRACTION MANAGEMENT LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES

Investors

JEFFREY D CASALE
DOUGLAS EDWARD HOWES
TODD ANDREW GESTRICH
RODNEY LEE CAMPOPIANO
Keith David Noyes
BEAT RYFF
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
JODY SAGE JORDAN
STEVEN SALVATOR WEDEGIS
AUSTIN CONCASCIA
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
JOHN GREGORY STALEGA
DAVID MICHAEL STEWART
Nathaniel Richard Baldi
PAUL ANTHONY CATALANO
MARK STEPHEN COLETTA
Heather Dean Blanchard
Mark Harold Rogozinski
ROBERT JOSEPH SAMPSON

Within 25 miles of Bozrah, CT, Best Investors lists 92 registered investment advisory firms with 211 offices nearby, managing about $10.0T in combined regulatory AUM across 2,615,358 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bozrah

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM